Trusts and Estates
Ca. Trs. & Estates Quarterly 2023, VOLUME 29, ISSUE 4
Content
- MCLE SELF-STUDY ARTICLE SETTLOR INCAPACITY AND FILLING A TRUST'S "EMPTY CHAIRS"
- 2023 Legislation: New Laws That Trust and Estate Practitioners Should Know
- Chairs of Section Subcommittees
- Editorial Board
- Inside This Issue
- Letter From the Chair
- Litigation Alert
- MCLE SELF-STUDY ARTICLE TRUSTEE'S OBLIGATION TO MAINTAIN IMPARTIALITY IN TRUST LITIGATION: ZAHNLEUTER v. MUELLER (2023) 88 CAL.APP.5TH 1294
- McLe Self-study Article When Should An Irc Section 645 Election Be Made? Almost Always!
- Tax Alert
- Tips of the Trade: the Professional Fiduciary Practice Administrator - a New Kid In Town
- Letter From the Editor
LETTER FROM THE EDITOR
Written by Erin A. Norcia, Esq.*
It is my honor to serve as Editor-in-Chief for this year’s Trusts & Estates Quarterly. Robert Barton did a fantastic job as Editor-in-Chief last year and has left the Quarterly in great shape for this year. Our Editorial Board is comprised of high caliber trusts and estates practitioners, including Nick Van Brunt, Ryan Szczepanik, Matt Owens, Gretchen Shaffer, Lisa Roper, Laura Zeigler, Kevin Bryce Jackson, Kristin Yokomoto, Katy Fluet, and Daniel Kim. They are working tirelessly to carry on the Quarterly’s mission of publishing timely, scholarly articles and legal updates for our Section members.
This issue kicks off with an article by Denise Chambliss and Clare Capaccioli Velasquez that analyzes the holding in the recently published case Zahnleuter v. Meuller, regarding the trustee’s use of trust funds for litigation expenses.
Next, Jeremy Ofseyer addresses the "Empty Chair" scenario in his review of the recent amendments to Probate Code sections 15800 and 16069, which affect the duties of a trustee to disclose information to beneficiaries upon the incompetence of the settlor.